Strategies

Many financial firms that focus on older, wealthier generations such as Baby Boomers are unprepared from the coming general shift. They will have to reshape their services and message to meet the needs of Millennials.The stakes are high for both sides. Here's why.

For any retail investor looking at technology opportunities, identifying just where various technologies are in their respective development (how much work is still to be done to bring the ideas to fruition) and, as such, when each of them will become realities, is imperative. Our Hype Cycle graph does just that. Take a look.

Move over Millennials, there’s already a newer generation businesses are interested in, and it’s called “Gen Z”. If you were not familiar with this new generation label, no one would blame you. Generation Z is currently under construction, with a vague birth range that starts in the mid-90’s to present day. This infographic provides some basics on Gen Z.

If the past long-term cyclical correlations between interest rates, equities, and commodities were to play out as they have done going back to the 1880s, U.S. stocks and interest rates should continue to rise as commodities either fall or underperform according to a 60-year cyclical pattern model referred to as The Market Map.

Ponzi schemes. You’ve heard about them in the news. Charismatic schemers make promises of outsized returns by providing early investors quick returns (made up of money from even newer investors) and then lure thousands of gullible or inexperienced investors into much bigger risks eventually robbing them of million Despite warnings, many people continue to fall for such schemes. This infographic presents the low down on Ponzi schemes.

There continues to be an uncanny relationship between a company’s market capitalization and year-to-date returns. The largest 500 stocks in the Russell 3000 are up an average of 8.5% this year, while the smallest 500 are down an average of -6.1%. What is driving this incredibly strong relationship between market cap and return?

Dozens of financial, economic and investment articles are posted on munKNEE.com (Your Key to Making Money!) every month to keep readers abreast of the latest information. Below are introductory paragraphs and links to a selection of articles on how to be a more successful investor that you may have missed. Choose what interests you, consider applying some of the suggestions presented, and hopefully reap the financial gains that result in doing so.

By next year there will be twice as many devices connected to the Internet as there are people in the world, according to some estimates, and by the end of the decade, that number may hit 50 billion. This burgeoning market is referred to as the Internet of Things (IoT). This infographic provides a description of the developing IoT space and identifies major companies who are shaping this new market sector and worth looking at for exposure to this important trend.

If you follow the mainstream financial print media, you may have seen that many prominent publications have recently called this stock market a ‘bubble’ and many are waiting for the elusive stock market crash! In our view, however, such bearish ‘bubble’ sentiment is precisely the reason why, in our opinion, the party is likely to continue for at least another 2-3 years. Here's why & what sectors to take full advantage of.

Technology companies have a history of not getting along, but if they’re going to be successful in the so-called “Internet of Things” (IoT), they’ll have to find a way to do it. This article focuses on what is necessary for widespread adoption, explain the consumer and enterprise sides of adoption and provide a list of companies they expect to have exposure to this next step in technology.